Expert Charitable Planning Attorney

2 weeks ago

Stamford, Connecticut, United States Jobot Full time
Opportunity with a Leading Trusts and Estates Firm

This position is hosted by Jobot. We are seeking a qualified Charitable Planning Attorney to enhance our esteemed practice.

About the Firm:

Our client is a prominent firm specializing in trusts and estates, looking for a Charitable Planning Attorney to contribute to their offices. This role offers a unique chance to be part of a collaborative and supportive environment. If you possess a strong interest in charitable planning law and are eager for a fulfilling career, we invite you to explore this opportunity.

Benefits:
  • 401K Retirement Plan
  • Comprehensive Medical, Dental, Vision, and Life Insurance
  • Flexible Spending Accounts
  • Employee Assistance Programs
  • Parental Leave
  • Generous Paid Time Off
  • Eleven Holidays plus Two Floating Holidays
  • Referral Bonus Opportunities


Key Responsibilities:

As a Charitable Planning Attorney, your duties will encompass:

1. Delivering expert legal counsel on all facets of charitable planning, including the formation and management of various charitable entities and trusts.
2. Drafting, evaluating, and negotiating intricate charitable contribution agreements.
3. Advising clients on the legal and tax ramifications of their charitable initiatives.
4. Collaborating with fellow attorneys, tax professionals, and financial advisors to create holistic charitable planning solutions for clients.
5. Staying informed on the latest trends in charitable planning legislation and tax policies.
6. Representing clients in front of regulatory agencies and during legal proceedings as required.
7. Promoting the firm's charitable planning services through various marketing and business development efforts.

Qualifications:

To qualify for the Charitable Planning Attorney position, candidates must possess:

1. A Juris Doctor (JD) degree from an accredited institution.
2. Admission to the Bar in Florida, New York, or Connecticut.
3. At least 5 years of legal experience with a concentration in charitable planning.
4. A proven history of successfully advising clients on charitable planning issues.
5. Strong legal research, drafting, and negotiation capabilities.
6. In-depth knowledge of the legal and tax considerations related to charitable contributions.
7. Excellent interpersonal skills, with the ability to foster relationships with clients and colleagues.
8. The capacity to work autonomously, manage multiple projects, and adhere to deadlines.
9. A dedication to upholding the highest standards of professional ethics and integrity.

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